UBS AM’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

UBS AM’s Portfolio GRPM Stock Details GRPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$117K	Hold	902	–	–	﹤0.01%	2797
2026 Q1	$107K	Buy	+902	New	+$109K	﹤0.01%	2832

Other funds holding GRPM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

UBS AM's GRPM Position: Q2 2026 in Review

UBS AM held its Invesco S&P MidCap 400 GARP ETF (GRPM) position steady in Q2 2026 at 902 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2797.

UBS AM first reported a position in GRPM in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold GRPM as of Q2 2026.

UBS AM held 902 shares of Invesco S&P MidCap 400 GARP ETF worth $117K as of Q2 2026.
UBS AM left its Invesco S&P MidCap 400 GARP ETF share count unchanged in Q2 2026.
Invesco S&P MidCap 400 GARP ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2797 holding.
UBS AM first reported a position in Invesco S&P MidCap 400 GARP ETF in Q1 2026 and has held it in 2 quarters since.
96 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.